About

Our Clients

Navigate's clients have different circumstances that require us to understand their situation and develop an individual plan that fits their needs and desires. Many are entering a time of financial transition. Some may be stepping into retirement; some may be obtaining liquidity resulting from a business transition; others may be moving from a tax-deferred account to acquire more personalized management.

We have found that, among our clients, there is a common thread: peace of mind.

Most of our clients are over the age of 50

Own between $1 – $10 million in investable assets

Want to be stewards to family and heirs

Own small businesses and are planning to exit their business within 5 years